November 14, 2024 | Sentiment
Trump won, Republicans swept, and half the country is deliriously happy. Not that I don’t get it—I’m all for a pro-growth explosion of economic activity.
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November 7, 2024 | Risk
I famously wrote in a Substack essay that I don’t vote. You can google it if you want; I’m not going to link to it because it has salty language.
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October 31, 2024 | Investing
In January 2000, I decided to short some dumb internet stocks. That was going fine until the Fed did a surprise rate cut, at which point those trades went up an uncomfortable orifice.
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October 24, 2024 |
You may find this hard to believe, but Edward Jones does more good in the world than Vanguard.
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October 17, 2024 | Mindset
The BE SMART podcast has been in existence for a while, and I thought it was a clever bit of branding on my part, because isn’t that what we all hope to aspire to do in money and markets—be smart?
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October 10, 2024 | Risk
Trading is funny—sometimes things are going really well, and sometimes things are going very poorly.
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